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Tableau Blueprint (blueprint)
- User Provisioning and Group Synchronization: Blueprint guidance on provisioning users and synchronizing Active Directory groups in Tableau.
- Monitoring Roles and Responsibilities: Blueprint guidance on assigning monitoring roles and responsibilities across the Tableau project team.
- Administrative Views for Monitoring: Blueprint guidance on monitoring Tableau with default and custom administrative views and Accelerators.
- Analytics Best Practices in Tableau: Blueprint best practices with guidelines for discovering, interpreting, and presenting data.
- Analytics Vision: Blueprint guidance on defining an analytics vision that ties Tableau investment to business results.
- Authentication and Authorization: Blueprint overview of Tableau authentication, identity store, and authorization for enterprise security.
- Back-up and Restore: Blueprint guidance on performing daily Tableau Server backups to ensure reliable recovery.
- Internal Tableau Blog and Newsletter: Blueprint guidance on publishing an internal analytics blog and newsletter to drive adoption.
- Built-in Alerts: Blueprint overview of built-in Tableau Server and Cloud alerts for process and service health.
- Business Value: Blueprint guidance on defining business goals, objectives, and success metrics for analytics.
- Capacity Planning: Blueprint guidance on capacity planning to sustain Tableau Server performance as workloads grow.
- Tableau Champion Development: Blueprint guidance on designing, running, and rewarding a Tableau data champions program.
- Tableau Desktop and Tableau Prep Builder Deployment: Blueprint guidance on deploying Tableau Desktop and Prep Builder to Creator-licensed users.
- Tableau Communications: Blueprint guidance on establishing internal communications and enablement resources to scale adoption.
- Tableau Community Engagement: Blueprint guidance on building an internal Tableau user community to generate enthusiasm.
- Tableau Community Planning: Blueprint guidance on planning communications, engagement, and support to nurture analytics use.
- Compliance: Blueprint guidance on defining and auditing compliance with internal policies and external regulations.
- Tableau Content Consumer Roles: Blueprint overview of Tableau content consumer roles: Creators, Explorers, and Viewers.
- Content Size and Performance: Blueprint guidance on managing workbook and data source size to protect Tableau performance.
- Core Capabilities of Data-Driven Organizations: Blueprint overview of the core capabilities of data-driven organizations: agility, proficiency, community.
- The Cycle of Visual Analysis: Blueprint explanation of the cycle of visual analysis from questions to data to sharing insights.
- Tableau Data and Analytics Survey: Blueprint survey that identifies key data sources, distribution, and analytical skills for leaders.
- Tableau Data and Content Governance: Blueprint guidance on defining centralized, delegated, and self-governing data and content models.
- Data Literacy: Blueprint guidance on building data literacy so people can read, work with, and communicate with data.
- Data Strategy: Blueprint guidance on aligning Tableau with your data strategy, hybrid architecture, and data security.
- Database Maintenance: Blueprint guidance on Tableau Server database maintenance to free disk space by clearing old files.
- Tableau Deployment: Blueprint overview of planning a Tableau deployment to solve business problems at any scale.
- Analytics Strategy: Blueprint guidance on the analytics strategy discovery process for defining a deployment vision.
- Tableau Discussion Forums and Chat: Blueprint guidance on building internal discussion forums and chat as a real-time knowledge base.
- Tableau Education: Blueprint guidance on ensuring Tableau education so users realize the full potential of analytics.
- Developing a Tableau Education Plan: Blueprint guidance on developing a Tableau education plan with learning paths and resources.
- Tableau Enablement Intranet: Blueprint guidance on building an enablement intranet to connect users as deployment scales.
- Tableau Enterprise Architecture Survey: Blueprint survey to help IT identify platforms and applications that will connect to Tableau.
- Executive Sponsor Roles and Responsibilities: Blueprint guidance on identifying executive sponsors who set the vision for modern analytics.
- Extensibility: Blueprint overview of Tableau extensibility APIs: REST, Hyper, WDC, JavaScript, Extensions, and TSM.
- Data Science Integration: Blueprint overview of integrating data science tools and external services with Tableau.
- External Tableau Activities: Blueprint guidance on encouraging users to join external Tableau user groups, events, and competitions.
- External Tableau Community Forum: Blueprint guidance on using the external Tableau Community forums as a question-and-answer resource.
- Tableau Governance: Blueprint guidance on Tableau governance, balancing self-service with controls, roles, and repeatable processes.
- Governed and Trusted Data: Blueprint explanation of how governance builds trust in data and analytics through controls and roles.
- Governance in Tableau: Blueprint overview of governance areas in Tableau: data source management, quality, security, and metadata.
- Tableau Governance Models: Blueprint comparison of centralized, delegated, and self-governing models to right-size Tableau governance.
- Hardware Monitoring: Blueprint guidance on routinely monitoring the hardware underlying Tableau Server for capacity and reliability.
- Hardware Platform: Blueprint hardware platform guidance covering requirements, sizing, scalability, HA, and disaster recovery.
- Internal Tableau Activities: Blueprint guidance on running internal engagement activities like user groups, lunch and learns, and viz games.
- Tableau License Management: Blueprint guidance on managing role-based Tableau licenses, including LBLM and grant role on sign-in.
- Load Testing: Blueprint guidance on load testing to understand Tableau Server capacity for your workload and usage.
- Tableau Maintenance: Blueprint overview of regular maintenance activities that keep a Tableau deployment running smoothly.
- Measurement of Tableau User Engagement and Adoption: Blueprint guidance on measuring user engagement and adoption to keep content discoverable and relevant.
- Modern Analytics Workflow: Blueprint explanation of the Modern Analytics Workflow for asking, answering, and sharing data questions.
- Tableau Monitoring: Blueprint guidance on why monitoring is essential as Tableau becomes mission-critical for decisions.
- Resource Monitoring Tool Incidents: Blueprint overview of the Resource Monitoring Tool for tracking Tableau Server health and incidents.
- Move Tableau to the Cloud: Blueprint guidance on whether and how to migrate from Tableau Server to Tableau Cloud or a public cloud.
- Network Communication: Blueprint guidance on Tableau Server network interfaces and configuring SSL to secure communication.
- Network Topologies: Blueprint overview of common network topologies for how users access Tableau across locations.
- Organizational Assets: Blueprint guidance on creating organizational assets like style guides and templates to spread best practices.
- Tableau Education Role Mapping: Blueprint guidance on mapping current and future analytics roles to license types and education paths.
- Tableau Blueprint Overview: Overview of Tableau Blueprint, a maturity framework for building a data-driven organization.
- Peer-to-Peer Assistance: Blueprint guidance on peer-to-peer assistance through mentoring, forums, and the Data Doctor program.
- CRM Analytics Predictions Survey: Blueprint survey to help line-of-business sponsors prioritize Einstein Discovery prediction use cases.
- Tableau Project Planning: Blueprint guidance on Tableau project planning, including planning areas and KPIs by stakeholder.
- Tableau Project Team Roles and Responsibilities: Blueprint overview of the cross-functional project team roles across IT, admins, and content creators.
- Resource Management: Blueprint guidance on resource management through stale content, size, and load-time audits.
- Tableau Roles and Responsibilities: Blueprint guidance on identifying the cross-functional sponsor and project team members.
- Tableau Platform Architecture: Blueprint overview of the Tableau platform architecture for Tableau Server and Tableau Cloud.
- Tableau Content Utilization: Blueprint guidance on interpreting content utilization beyond traffic to views for business decisions.
- Tableau Server Process Status: Blueprint reference for interpreting Tableau Server process statuses such as Active, Busy, and Passive.
- Skills by Tableau Education Role: Blueprint guidance on the skills each Tableau education role needs to enable a data culture.
- Skills by Tableau License Type: Blueprint guidance on the skills mapped to Creator, Explorer, and Viewer license types.
- A Repeatable Process for Tableau Blueprint: Blueprint's repeatable four-step process to become data-driven: Discover, Govern, Deploy, and Evolve.
- Tableau Support Processes: Blueprint guidance on establishing support processes so users can request help beyond self-service.
- Measurement Roles and Responsibilities: Blueprint guidance on assigning measurement and monitoring responsibilities to admin roles.
- Administrative Views for Measurement: Blueprint guidance on using default and custom administrative views to measure Tableau usage.
- Tableau Bridge Deployment: Blueprint guidance on deploying Tableau Bridge to connect Tableau Cloud to private data, with management models.
- Tableau Mobile Deployment: Blueprint guidance on deploying Tableau Mobile, including distribution, security, and offline access.
- Executive Advocacy and Project Team: Blueprint guidance on building executive advocacy and a project team to drive data-driven change.
- Accountability and Reward Systems: Blueprint guidance on accountability and reward systems like badges, certification, and gamification.
- Troubleshooting: Blueprint guidance on troubleshooting Tableau Server using logs and opening support cases.
- Tableau Upgrade Planning and Process Checklist: Blueprint checklist for proactive Tableau upgrade planning across software, communication, and support.
- Upgrades: Blueprint guidance on planning and communicating Tableau upgrades and version compatibility.
- Tableau Use Cases and Data Sources: Blueprint guidance on identifying initial Tableau use cases and data sources with the Planner worksheet.
- Tableau User Engagement: Blueprint guidance on measuring direct and indirect user engagement such as logins and subscriptions.
- Tableau Users: Blueprint guidance on listing individual users and tracking their roles in the Blueprint Planner.
- Using Tableau Blueprint: Blueprint guidance on applying the framework at organization, team, and individual levels.
- Visual Best Practices: Blueprint visual best practices for chart choice, layout, color, titles, and tooltips that drive action.
- Why Visual Analytics?: Blueprint explanation of why visual analytics accelerates exploration using pre-attentive attributes.
- Tableau Help